EU’s ‘Fit for 55’ strengthens sustainable outcomes focus
The European Commission has unveiled its Fit for 55 roadmap setting out the transformation to deliver the European Union’s 2030 target of reducing net greenhouse gas emissions by at least 55% by 2030.
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
Discover our market outlook for 2021
Our investment experts share their views on markets for 2021. Click below to access all our viewpoints.
On diversification, sustainability and competitiveness…
An interview with portfolio manager Benjamin Moore on investing in
Europe, how he goes about looking at companies, and the events of
the past 10 months
No alternative to equities
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
Stock picking paramount in European small cap market
Managing money in a crisis can be challenging, but our long-term investment approach and valuation discipline have helped us take advantage of the market dislocation
European equities – the peak of pessimism is behind us
The world is going to change in 2021! We will have had Brexit, there will be a new president in the White House, and Covid-19 vaccines will be in roll-out.
Style rotation towards value is a temporary phenomenon
William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year
We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.